The Phil Bak Podcast

Julia Carreon joins the podcast to talk about her personal journey and how she became a leading voice advocating for financial institutions to better connect to Gen Z. Innovation and technology in financial services Why legacy firms struggle to adapt The coming generational wealth transfer Being self-promotional and out front Lots more

Eric Balchunas joins for a look at how the ETF industry changed over the years, and whether it remains "the Silicon Valley of finance". The conversation includes: Innovation in the ETF industry The Terrordome (fee war) The rise of Cathie Wood's Ark Invest Measuring Jack Bogle's impact And more

Bloomberg's Eric Balchunas and Logica Capital's Mike Green join the podcast to debate whether price discovery and fundamentals have disappeared from the markets, and whether ETFs and index investing is to blame.

Dr. Daniel Crosby joins the show to talk behavioral finance, how he merged the fields of psychology and investing, the science of likeability, overcoming fear, his process for book writing, and whether Phil should write a book.

Mike Alfred joins the podcast to talk to Phil about his entrepreneurial journey as a two-time founder, his investing ideology, the case for bitcoin and what is next for fintech.

Dave Collum joins the podcast for a provocative conversation about markets, wealth creation and contrarianism versus conformity.

Phil is joined by Greg Martin, founder of Liquid Stock and Archer VC for a conversation about how employees can access liquidity for private company equity and options, private vs public market company valuations, whether late stage VC companies are in a bubble, the future of fintech, and more.

Alex Matturri, former CEO of S&P Dow Jones, joins the show for a wide ranging conversation about his career and the growth of index investing. Alex debunks some common myths around index investing and then explains how he built a brand at S&P that led to remarkable growth. the conversation delves into smart beta, ESG investing, the role of the index committee, price discovery and more.

Darren Riley joins the show to talk about all areas of the entrepreneurial ecosystem, including his work at Endeavor Detroit, his entrepreneurial journey at Rapids Air Quality and his new VC fund, Commune Angels.

Phil sits down with Vince Vitale, President of the CFA Society of Detroit and Director of Equity and Alternative Strategy Research at Advance Capital Management for a conversation about the markets and about giving back. They discuss selecting active managers, factor based portfolios and US equity valuations, and then talk about giving back to the community and creating a legacy. Vince announces the stock market challenge - sponsored by the CFA Society of Detroit - and about Junior Achievement of SE Michigan, who the challenge is raising money for. Finally, they talk about persistence and grit and how that drives Vince's career. Register for the stock market challenge here: https://www.jamichigan.org/stock-market-challenge